Investment Services Contract

Investment Services Contract

Provision of investment consultancy services to the Trustees of the Swansea University Pension Scheme.

CONTRACT NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Procurement

The Abbey, Singleton Park,

Swansea

SA2 8PP

UK

Owen Cullen, Deputy Head of Procurement

+44 1792606269

o.n.cullen@swansea.ac.uk
www.swansea.ac.uk
https://etenderwales.bravosolution.co.uk/home.html
https://etenderwales.bravosolution.co.uk/home.html

1.2

Address from which documentation may be obtained


https://etenderwales.bravosolution.co.uk/home.html

UK
https://etenderwales.bravosolution.co.uk/home.html

1.3

Completed documents must be returned to:


https://etenderwales.bravosolution.co.uk/home.html

UK
https://etenderwales.bravosolution.co.uk/home.html

2 Contract Details

2.1

Title

Provision of investment consultancy services to the Trustees of the Swansea University Pension Schem

2.2

Description of the goods or services required

Swansea University Pension Scheme (SUPS) is seeking to appoint an independent asset consulting service to act in the interests of SUPS. The service required will be a full asset-consulting mandate.

The contract duration is for 3 years with the option to extend for two additional 12 month periods (3 +1 +1) subject to both parties agreement.

SUPS is a closed scheme with a size of c. GBP 100 million investment funds.

Full details can be found in the tender documents.

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=108208

2.3

Notice Coding and Classification

66131100 Pension investment services
66141000 Pension fund management services
66500000 Insurance and pension services
66520000 Pension services
66523000 Pension fund consultancy services
66523100 Pension fund administration services

1017 Bridgend and Neath Port Talbot
1018 Swansea

2.4

Total quantity or scope of tender

 

3 Conditions for Participation

3.1

Minimum standards and qualification required

Full information on minimum requirements in order to be considered eligible to tender can be found within the tender documents.

4 Administrative Information

4.1

Type of Procedure

Single stage – Any candidate may submit a tender.

4.2

Reference number attributed to the notice by the contracting authority

SU110(20)

4.3

Time Limits

Time-limit for receipt of completed tenders
05-03-2021  Time  12:00

Estimated award date
01-06-2021

4.5

Language or languages in which tenders or requests to participate can be drawn up

ENCymraeg

4.6

Tender Submission Postbox

5 Other Information

5.1

Additional Information

 

(WA Ref:108208)

5.2

Additional Documentation

5.3

Publication date of this notice

12-02-2021

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